Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-548
Closed -$70.8K 2084
2025
Q1
$70.8K Sell
548
-3,298
-86% -$426K ﹤0.01% 1592
2024
Q4
$550K Sell
3,846
-961
-20% -$137K ﹤0.01% 1129
2024
Q3
$719K Sell
4,807
-6,971
-59% -$1.04M ﹤0.01% 1186
2024
Q2
$1.52M Buy
11,778
+3,311
+39% +$428K ﹤0.01% 929
2024
Q1
$1.15M Sell
8,467
-2,827
-25% -$385K ﹤0.01% 981
2023
Q4
$1.35M Buy
+11,294
New +$1.35M ﹤0.01% 784
2023
Q3
Sell
-67,747
Closed -$6.31M 2614
2023
Q2
$6.31M Buy
+67,747
New +$6.31M 0.02% 244
2022
Q4
Sell
-152,790
Closed -$9.98M 2369
2022
Q3
$9.98M Buy
+152,790
New +$9.98M 0.19% 111
2022
Q1
Sell
-107,817
Closed -$11M 2358
2021
Q4
$11M Buy
107,817
+94,077
+685% +$9.61M 0.34% 55
2021
Q3
$1.18K Buy
+13,740
New +$1.18K 0.03% 365
2021
Q1
Sell
-15,046
Closed -$1.16K 1244
2020
Q4
$1.16K Buy
+15,046
New +$1.16K 0.08% 234